See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,693 | $65,365+66.3% | $92,893+17.0% | $72,985+48.9% |
| Participation rate | 63.3% | 68.3%-5.0pp | 76.0%-12.7pp | 69.5%-6.2pp |
| Annual return | 13.46% | 42.10%-28.6pp | 109.41%-96.0pp | 81.00%-67.5pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,745 | $3,128-44.2% | $4,236-58.8% | $3,607-51.6% |
| Admin fee / account holder | $12,722 | $4,251+199.2% | $5,794+119.6% | $5,124+148.3% |